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WealthPLAN Partners’s iShares US Home Construction ETF ITB Stock Holding History

WealthPLAN Partners’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-38
Closed -$3.25K – 714
2023
Q2 		$3.25K Sell
38
-258
-87% -$19.6K ﹤0.01% 983
2023
Q1 		$20.8K Buy
+296
New +$20K ﹤0.01% 720

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

WealthPLAN Partners's ITB Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 38 shares — an estimated $3.25K sold.

WealthPLAN Partners first reported a position in ITB in Q1 2023 and held it in 2 quarters. The position peaked at $20.8K in Q1 2023. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 38 iShares US Home Construction ETF shares in Q3 2023, an estimated $3.25K.
  • WealthPLAN Partners first reported a position in iShares US Home Construction ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares US Home Construction ETF position peaked at $20.8K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.